Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.8B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,952
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$90M
3
+$73.7M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$45.7M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$45.4M

Top Sells

1
+$1.13B
2
+$976M
3
+$22.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$17.3M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$16.2M

Sector Composition

1 Technology 7.35%
2 Financials 4.39%
3 Healthcare 3.78%
4 Consumer Discretionary 3.1%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$827K ﹤0.01%
9,698
927
$827K ﹤0.01%
7,156
-950
928
$826K ﹤0.01%
2,065
-127
929
$818K ﹤0.01%
25,340
-189
930
$815K ﹤0.01%
16,190
-6
931
$813K ﹤0.01%
18,907
-4,583
932
$813K ﹤0.01%
26,901
933
$813K ﹤0.01%
+27,301
934
$810K ﹤0.01%
4,873
-511
935
$807K ﹤0.01%
4,311
+387
936
$804K ﹤0.01%
26,209
+2,346
937
$801K ﹤0.01%
13,848
-1,540
938
$799K ﹤0.01%
9,675
+633
939
$799K ﹤0.01%
12,233
-920
940
$797K ﹤0.01%
17,515
+1,325
941
$795K ﹤0.01%
15,782
-5,789
942
$795K ﹤0.01%
47,606
+2,431
943
$794K ﹤0.01%
31,578
+3,678
944
$794K ﹤0.01%
88,322
-23,582
945
$793K ﹤0.01%
2,362
+64
946
$792K ﹤0.01%
10,429
+1,546
947
$788K ﹤0.01%
28,085
+1,557
948
$786K ﹤0.01%
50,482
-4,283
949
$786K ﹤0.01%
20,599
+2,218
950
$782K ﹤0.01%
4,561
+155
36 37
38
39 40